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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,280 | $62,672-26.2% | $185,117-75.0% | $70,126-34.0% |
| Participation rate | 65.6% | 63.8%+1.8pp | 77.3%-11.6pp | 69.5%-3.9pp |
| Annual return | 19.03% | 40.79%-21.8pp | 40.50%-21.5pp | 73.15%-54.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,741 | $3,272-16.2% | $5,045-45.7% | $3,332-17.7% |
| Admin fee / account holder | $2,309 | $3,932-41.3% | $8,159-71.7% | $4,645-50.3% |